ERO & Service Bureau Operations Bundle

Managing a tax office means keeping up with clients, preparer payouts, training, and daily responsibilities.

The SD Xclusive ERO & Service Bureau Operations Bundle brings nine business resources together to help you organize your office and support your team:

• PTIN Payout Calculator: Calculate preparer payouts and office shares using splits from 50% to 90%.
• Service Bureau Revenue Calculator: Plan projected revenue using ERO return volume and your fee per return.
• Tax Client Tracker: Keep client information and return statuses organized.
• Tax Office Reply Kit: Create consistent, professional client responses.
• Tax Client Intake & Document Checklist Kit: Organize intake and missing-document follow-up.
• Tax Preparer Onboarding Kit: Structure preparer setup, training schedules, and readiness reviews.
• Tax Office Daily Operations Kit: Assign tasks, track progress, and organize daily reporting.
• Keep Your Tax Team Engaged: Explore preseason participation, incentives, remote-team support, and retention strategies.
• AI Cinematic Commercials: The Beginner Playbook: Learn to create AI business videos for your marketing.

Includes all four products in the PTIN Preparer Essentials Bundle, plus five office-management resources.

Microsoft Excel and Word are recommended for the corresponding editable files. AI subscriptions are separate. Digital products only; no physical items will be shipped.